Creating New Documents and Managing Templates

You can create new documents from templates in CATIA V5.

See Also
About Saving Documents in 3DEXPERIENCE
About Opening Data from 3DEXPERIENCE
  1. In the Top Bar, select 3DEXPERIENCE > New.

    You can also access the New command from the 3DEXPERIENCE toolbar.

    The New dialog box displays the list of available templates (drawing, product, part).
  2. From the CAD Type list, select a template.
  3. Enter the values for Part Number and FileName.

    Notes:
    • Default values appear for Part Number and FileName. You can edit these values.
    • The Part Number and FileName fields are mandatory for part and product only. For a drawing, you can enter only the FileName.

  4. Click OK.
    A new document is created and locally saved in your CATIA V5 session. You must explicitly save the documents in the 3DEXPERIENCE platform.
  5. Click Manage Template to manage your templates.
    1. Click to create a new template. Enter the Title and Description and browse the file to create the template from local disk or 3DEXPERIENCE platform. You can create the template as private or shared (released). When the template is private, only you can use it. You must ensure that the template is shared to enable other users to work on it.
    2. Select the template and click Edit Template . You can edit the template without file. In this case, modify template information like Title and Description. When you edit the template with file, you can modify the file associated with the template (and also other fields).
    3. Click to download the template in the selected folder.
    4. Click to change maturity of the template.
    5. Click to delete the selected template.